Group 1 - Asian stock markets showed a significant rebound on July 8, with the A-share market experiencing notable movements, particularly in sectors related to circuit boards, optical modules CPO, and the North American computing industry [1] - The AI computing sector is expected to continue delivering strong performance as the mid-year reporting season approaches, with a projected 7% year-on-year growth in net profit for the telecommunications sector in Q2 2025, and a 38% growth when excluding major operators [1] - The optical communication sector is anticipated to maintain high growth in both domestic and overseas markets, contributing to a positive outlook for the industry [1] Group 2 - The Huaxia AI ETF (159381) tracks the AI index of the ChiNext board, focusing on AI companies listed on the ChiNext, with a daily price fluctuation limit of ±20%, indicating high volatility [2] - The ETF has a significant weight in optical module CPO stocks, exceeding 33%, and includes leading companies such as Newyeason, Zhongji Xuchuang, and Tianfu Communication [2] - The fund has a competitive management fee rate of 0.15% and a custody fee rate of 0.05%, making its overall fee structure one of the lowest among comparable funds [2]

分组1: XPeng and the Turing Chip - XPeng has unveiled its self-developed Turing chip, which is designed to enhance the capabilities of its electric vehicles, particularly in autonomous driving and intelligent cockpit systems [3][4] - The Turing chip features a 40-core processor and two proprietary neural processing units, capable of performing 700 trillion operations per second, marking a significant advancement in automotive AI [4][5] - The G7 SUV, which debuted this month, is priced at 195,800 yuan ($27,325) and is positioned to compete with Tesla's Model Y and Xiaomi's YU7, receiving positive early reviews for its AI enhancements [6] 分组2: Tesla's Market Performance - Tesla is currently the weakest performer in the S&P, following CEO Elon Musk's announcement of plans to launch a new political party, which analysts believe could distract from the company's core business [7][8] - Analyst Dan Ives expressed concerns that Musk's political ambitions could create uncertainty for Tesla investors, especially during a critical period for the company [8] - William Blair downgraded Tesla to Market Perform from Outperform, citing the elimination of the $7,500 tax credit for electric vehicle purchases as a significant negative factor impacting demand and profitability [10][11] 分组3: Telecom Sector Analysis - BofA has reinstated coverage of major telecom companies AT&T, Verizon, and T-Mobile US, highlighting their unique strategies and potential for growth despite being viewed as a mature industry [15] - AT&T received a Buy rating with a $32 price target, emphasizing its balanced growth strategy, while Verizon was rated Neutral with a $45 target due to expected competitive pressures [15][16] - T-Mobile US was also rated Neutral with a $255 target, with analysts noting its strong subscriber growth but cautioning about its reliance on this metric amid increasing competition [16][17]

July 6, 2025 09:00 PM GMT Asia Sustainability | Asia Pacific Are Asset Owners Staying the Course? Amid uncertainty against the sustainability landscape, we believe asset owners - top of the investment value chain - are staying the course. We highlight 3 reasons why we are optimistic. M 1) Asian asset owners continue allocations on sustainability: Since 2024, several asset owners in the region have publicly announced the allocation of at least US $5.4bn in sustainability mandates to asset managers. Beyond sp ...

Global Research Risk and Alpha amid Rising Volatility Cathy Fang Analyst S1460518100001 cathy.fang@ubs.com +86 21 3866 8891 July 2025 This document has been prepared by UBS Securities Co. Limited. UBS does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. ...

Key Takeaways Nokia's Energy Efficiency tech is being deployed by Indosat to cut RAN energy use and CO2 emissions. The AI-based SaaS solution powers down idle radio gear and manages cooling to save energy. Deployment follows a successful pilot and supports Indosat's AI-led, cloud-native sustainability strategy.Nokia’s (NOK) Energy Efficiency solution, part of its Autonomous Networks portfolio, is being leveraged by Indosat Ooredoo Hutchison (“IOH”), Indonesia’s leading digital telecommunications company, ...

Key Takeaways T is accelerating fiber deployment, adding 1M locations annually starting in 2026. The One Big Beautiful Bill Act unlocks key spectrum bands to expand 5G coverage in rural areas. T's integrated fiber and 5G+ rollout targets airports, stadiums, retail and FirstNet users.AT&T Inc. (T) is focusing more on fiber densification, courtesy of the One Big Beautiful Bill Act that Congress recently passed. The bill is likely to spur investment and boost economic development by unlocking significant mid ...

Group 1 - Top Win International Limited, through its subsidiary AsiaStrategy, intends to make a tender offer for the securities of DV8 Public Company Limited, a company listed on The Stock Exchange of Thailand [1][2] - AsiaStrategy plans to acquire up to 152,842,577 ordinary shares, representing 11.58% of DV8's total issued and paid-up share capital, at an offer price of THB 0.56 per share and THB 0.01 per warrant [2] - The offer period is expected to close on August 20, 2025, and is subject to acceptance by DV8's security holders [2] Group 2 - The transaction is supported by a coalition of Bitcoin visionaries and strategic investors, marking a significant moment for Thailand's capital markets [3] - This alliance includes leaders from Bitcoin treasury companies across multiple stock exchanges and institutional investors from various regions [3] Group 3 - Top Win International Limited specializes in the trading, distribution, and retail of luxury watches and is expanding into the Web3 ecosystem to focus on digital assets [4] - The company has been operational since 2001 and is headquartered in Wan Chai, Hong Kong [4]

Group 1 - The 15th "Star Craftsman" Challenge attracted 2,327 teams from 201 universities across China, with winners from Heyuan Vocational Technology College and Jiangxi Software Vocational Technology University [1][2] - The competition featured three tracks, focusing on 5G and data communication, with an emphasis on artificial intelligence this year, including an AI training innovation design competition for teachers [1][2] - The event is recognized as a model for industry-education integration, fostering collaboration among leading enterprises, universities, and research institutions to enhance talent development [2][4] Group 2 - Winners received certificates and cash prizes, along with ZTE's "5G NR" and "Routing & Switching" certification, promoting skill enhancement and career development [4] - ZTE plans to deepen strategic cooperation with universities through joint laboratories and customized courses, aiming to create a comprehensive talent development loop [4] - The digital economy in China is projected to exceed 60 trillion yuan by 2025, highlighting the need for collaborative efforts among industries, enterprises, and educational institutions to address talent shortages [2]

Group 1 - The telecommunications industry is highlighted as a significant area of interest, with a specific focus on AT&T as a long-term investment [1] - Crude Value Insights provides an investment service centered on oil and natural gas, emphasizing cash flow and the potential for value and growth [1] Group 2 - Subscribers to Crude Value Insights gain access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] - A promotional offer is available for a two-week free trial to engage with oil and gas investment opportunities [3]

Core Insights - Indosat Ooredoo Hutchison partners with Nokia to implement energy-efficient solutions aimed at reducing energy demand and carbon emissions across its radio access network [1][11] - The collaboration utilizes AI and machine learning to optimize network operations, allowing for automatic adjustment of idle equipment during low demand periods [2][11] - This initiative is part of Indosat's transformation into an AI-driven technology company, focusing on sustainability and operational excellence [4][5] Energy Efficiency Solutions - Nokia Energy Efficiency is designed to cut energy costs and carbon footprint without compromising network performance or customer experience [3] - The solution is available in a SaaS model, which minimizes upfront capital expenditure and maintenance needs [2][11] - The deployment of this solution can be completed within weeks, enhancing operational agility [3] Sustainability Commitment - Indosat has received regional recognition for its sustainability efforts, being the first operator in Southeast Asia to achieve ISO 50001 certification for energy management [6] - The partnership builds on a successful pilot project that demonstrated significant energy consumption reductions in live network conditions [6][7] - Indosat's commitment to environmental stewardship is emphasized by its use of AI to optimize performance while reducing emissions [5][8] Technological Advancements - Nokia's Autonomous Networks portfolio, which includes the Energy Efficiency solution, leverages advanced AI for enhanced security, analytics, and operational capabilities [9][10] - The Autonomous Networks Fabric integrates observability, analytics, security, and automation across network domains, allowing for a unified adaptive system [10] - This collaboration positions Indosat as a leader in sustainable digital innovation, contributing to a smarter and greener Indonesia [11]